Reports FAQ - Report Results Window

Overview

• Access: Running any report of type "Formatted HTML".
• The Top area is the Action Bar.
• The Mid area is the Record Display Area.
• The Bottom area is the Row Controls.
• The Report Results window lists the records returned when you run a report.
• An example is from Reports / Analyze.
• You can perform actions on selected records.
• The actions include sending emails, exporting to formats, and setting standard properties.

Action Bar

Position and purpose

• The Action Bar is at the top of the window.
• The report type determines which actions are available.
• The Compose Email action is available only for Registrations reports.

Available actions

• Compose Email is available for certain reports.
• Manage Agendas is available when supported by the report type.
• Print Itinerary is available (see Itinerary Settings).
• Export outputs data to external formats or prints the report results.

Export formats

• Printable HTML
• Acrobat PDF
• Printable Excel
• Excel Spreadsheet
• Comma-Delimited
• Tab-Delimited Text

Filter and drill-down

• Filter filters results by the initial letter of Last Name.
• Example: click the letter “B” to display attendees whose last name starts with “B”.
• Click Other to display those whose last name begins with a non-alpha character.
• Click All to return to the complete list.
• If you have defined fields in the report as Drill-Down Filters, select values to apply for them.
• Example: if Attendee Type is a drill-down filter, you can select one from the dropdown list or leave it set to [Any].
• When you have selected the filter(s), click Drill Down to view the filtered report results.
• See Reports/Analyze > Filters for information about defining drill-down filters.

Mass Action

• Mass Action allows actions on selected rows in the record display area.
• Select a Mass Action from the list, and click Go.
• A progress bar is shown until the action is complete.
• Mass actions depend on the report type, your user type, modules in use, and the data setup.
• For Registration reports, example mass actions include:
• Setting Standard Registration Properties (e.g., marking as Complete or Incomplete, marking as Test or Live)
• Changing Registration Status
• Changing Attendee Type & Fee

Print Badges

• Select rows in the record display area.
• Select a badge from the list set up on Manage > Badges.
• Click Print to print that badge for all selected attendees.
• Click PDF to generate PDFs of all selected badges in a single ZIP file.

Record Display Area

• The main area of the Report Results window displays the records that match the current report criteria.
• Each row represents a record in the Certain database.
• Each column corresponds to a data field configured in Reports > Columns.
• Click the Row number in the first column to see the details of that record.
• To select a record, use the checkbox in the Row column.
• You may use the header checkbox to select all records on the current page.
• Use the up/down arrow after a column name to sort records in ascending order.
• Click the arrow again to sort in descending order.

Row Controls

• The bottom of the page shows a message like "Records x to y are shown" to indicate the displayed subset.
• Next moves forward one page-full of records (only if more records are available).
• Previous moves back one page-full of records (only if you are past the first page).
• Change the display by adjusting any of these figures and clicking Display.
• Rows/Per Page sets how many rows to show on each page.
• Start Row selects which row to start the report on.
• Max Records sets the maximum number of records to be returned.

Other areas

• The Report Results window contains the Record Display Area for viewing records.
• It contains the Row Controls for pagination and display settings.

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If you have more questions, please submit a request.